See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,867 | $217,402-72.5% | $185,823-67.8% | $167,490-64.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.20% | 148.36%-136.2pp | 122.05%-109.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $13,849 | $5,873+135.8% | $5,167+168.0% | $4,837+186.3% |
| Participant deferral / active EE | $6,221 | $6,356-2.1% | $5,568+11.7% | $6,341-1.9% |
| Admin fee / account holder | $5,570 | $19,811-71.9% | $16,237-65.7% | $12,309-54.7% |